how to create an invoice in word document

In contrast, if you offer professional service, you can send your invoice at the end of the project. With an invoice, you can request payment from customers before or after selling a product or service.įor example, an online shop that sells gadgets, will send you an invoice for payment before shipping you the product. How to create an invoice with SimplebksĪn invoice is a professional document that includes a list and the total price of products purchased and services rendered to a customer.How to create an invoice with Microsoft Excel.How to create an invoice with Microsoft Word.After reading this guide, you’ll be able to create professional invoices quickly and easily. If you are unsure of how to create an invoice or what information to include on an invoice, this guide is for you. You can write down the name for your invoice template and the location where the template will be saved.Īnd voila! You've got a new invoice template that you can reuse.Creating and sending your first invoice is a cause for celebration. Under the File menu, click on Save as Template. Once you're happy with your invoice template, you should save your work as a template so you can reuse it in the future! If you're unsure, check out our guide on what to include on your invoice so that you don't make mistakes! 3. You might need more information depending on your industry and type of business. Total amount payable, including taxes and discounts.The date(s) the services or goods were supplied.A summary or list of services and goods rendered.The name, company name, and address of the client.A unique invoice number that you can change.

If you're using a downloaded invoice template or sample, make sure that it has all the information you need.Īt the very least, you'll need the following: Whatever you choose to do, open up that file in Microsoft Word. Of course, you can also check out our list of ready to download and totally free invoice templates. You can then look around at the template options available, or search for an appropriate template (try searching for 'invoice'!). To do the latter, just click File and then choose New From Template from your Microsoft Word menu. You can start from a plain document if you wish, or use one of the already-available templates in Word. There are many ways to start your new invoice template, but the first thing to do is to make a document that will serve as your template. There are four things you should consider when selecting an invoice template format to use

How to create an invoice in word document